Craig Ryan Smith
Investment adviser representative at Von Borstel & Associates
17 yearsExperience
2 statesRegistered in
ChFC®, CFADesignations
$680.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Von Borstel & Associates, IncAug 2020 to now
- Financial Advocates Investment ManagementMar 2017 to Aug 2020
- Von Borstel & Associates, Inc.Sep 2014 to Mar 2017
- LPL Financial LLCJul 2009 to Aug 2020
Designations
- ChFC®
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Von Borstel & Associates
Legal name: Von Borstel & Associates, Inc.
$680.2MAssets managed
500Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5324542
- Firm CRD
- 309746